Raymond James Trust N.A.

Building an estate is one thing. Protecting it so that it can meet your needs and then be passed on to your heirs is quite another. Trust services can offer the support many investors require when it comes to providing for their own needs, or the needs of their loved ones, and passing their estates on to their heirs.

About Raymond James Trust N.A.

Contact Information

President – Joe Weaver

Raymond James Trust N.A.
880 Carillon Parkway
St. Petersburg, FL 33716
727-567-2300 | Toll-Free: 800-248-8863
Fax: 727-567-8738

Boyd Nelson, Business Development Officer
880 Carillon Parkway
St. Petersburg, FL 33716
727-567-4864 | Toll-Free: 800-248-8863, ext. 74864
Fax: 727-567-3922

Jeanne Connolly, Business Development Officer
880 Carillon Parkway
St. Petersburg, FL 33716
727-567-7444 | Toll-Free: 800-248-8863, ext. 77444
Fax: 727-567-3922

Jon Muir, Business Development Officer
California Office
920 Hampshire Road, Suite A14
Westlake, CA 91361
805-217-7519
Fax: 727-567-3922

Tim Keefe, Business Development Officer
Chicago Office
8700 West Bryn Mawr Avenue, Suite 600N
Chicago, IL 60631
773-693-7820 | Toll-Free: 866-794-4640
Fax: 773-867-8150

Elissa Mogilefsky, Business Development Officer
Florida East Coast Office
200 East Broward Boulevard, Suite 1220
Ft. Lauderdale, FL 33301
954-828-1295 | Toll-Free: 800-207-0878
Fax: 954-828-1299

Phil Snow, Business Development Officer
New Jersey Office
4400 Route 9 South, Suite 1000
Freehold, New Jersey 07728
908-216-9468
Fax: 727-567-3922

Privacy Notice

IMPORTANT INFORMATION ABOUT PROCEDURES FOR OPENING A NEW ACCOUNT:
To help the government fight the funding of terrorism and money laundering activities, the USA Patriot Act requires all financial institutions to obtain, verify and record information that identifies each person (including business entities) who opens an account.

WHAT THIS MEANS TO YOU:
When you open an account, we will ask for your name, physical address, date of birth, taxpayer identification number and other information that will allow us to identify you. We may also ask to see your driver's license or other identifying documents. We will let you know if additional information is required.